TWHIX vs. SENAX
Compare and contrast key facts about American Century Heritage Fund (TWHIX) and Allspring Discovery Mid Cap Growth Fund (SENAX).
TWHIX is managed by American Century Investments. It was launched on Nov 10, 1987. SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWHIX or SENAX.
Correlation
The correlation between TWHIX and SENAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TWHIX vs. SENAX - Performance Comparison
Key characteristics
TWHIX:
0.36
SENAX:
0.42
TWHIX:
0.55
SENAX:
0.65
TWHIX:
1.09
SENAX:
1.09
TWHIX:
0.29
SENAX:
0.19
TWHIX:
1.09
SENAX:
1.34
TWHIX:
7.23%
SENAX:
6.42%
TWHIX:
22.05%
SENAX:
20.69%
TWHIX:
-58.72%
SENAX:
-58.93%
TWHIX:
-18.24%
SENAX:
-38.59%
Returns By Period
The year-to-date returns for both investments are quite close, with TWHIX having a 6.31% return and SENAX slightly higher at 6.56%. Over the past 10 years, TWHIX has underperformed SENAX with an annualized return of 0.05%, while SENAX has yielded a comparatively higher 0.96% annualized return.
TWHIX
6.31%
-0.08%
3.14%
10.01%
2.77%
0.05%
SENAX
6.56%
-1.09%
3.40%
11.27%
-1.22%
0.96%
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TWHIX vs. SENAX - Expense Ratio Comparison
TWHIX has a 1.00% expense ratio, which is lower than SENAX's 1.18% expense ratio.
Risk-Adjusted Performance
TWHIX vs. SENAX — Risk-Adjusted Performance Rank
TWHIX
SENAX
TWHIX vs. SENAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) and Allspring Discovery Mid Cap Growth Fund (SENAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TWHIX vs. SENAX - Dividend Comparison
Neither TWHIX nor SENAX has paid dividends to shareholders.
Drawdowns
TWHIX vs. SENAX - Drawdown Comparison
The maximum TWHIX drawdown since its inception was -58.72%, roughly equal to the maximum SENAX drawdown of -58.93%. Use the drawdown chart below to compare losses from any high point for TWHIX and SENAX. For additional features, visit the drawdowns tool.
Volatility
TWHIX vs. SENAX - Volatility Comparison
The current volatility for American Century Heritage Fund (TWHIX) is 5.37%, while Allspring Discovery Mid Cap Growth Fund (SENAX) has a volatility of 5.96%. This indicates that TWHIX experiences smaller price fluctuations and is considered to be less risky than SENAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.